Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Bank

Solganick & Co.

JANUARY 21, 2024

2023 Technology Services and IT Consulting M&A: Consolidation, Retooling, and a Cautious Optimism for 2024 The Technology Services and IT Consulting M&A landscape in 2023 mirrored the broader market’s cautious dance.

M&A

Razorpay

DECEMBER 27, 2023

As 2023 draws to an end, here’s a recap of all the major touch-points the RBI has had with digital lending companies since September 2022. February 2023: RBI’s FAQs on Digital Lending Guidelines: In February 2023, the RBI published a set of FAQs to further help stakeholders understand the nature of the guidelines announcement.

Bank

Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

Bank

The TRADE

JULY 12, 2024

We are also excited to continue our ongoing collaborative work with BlackRock, to deliver best-in-class solutions for our mutual clients.” Headquartered in Hong Kong, AIA Group has a presence in 18 markets across Asia – and has total assets of $286 billion as of 31 December 2023.

Collaboration

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. Looking at the yearly change in EPS, the rich valuation can be overlooked in this momentum stock for now: 2023: +219% 2024: +148% 2025 expected: +44.8% We hold SHAK in two of our portfolios at Inside Edge Capital.

IT

The TRADE

DECEMBER 8, 2023

But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event. Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers.

Broker

Software Equity Group

MARCH 26, 2024

Main Capital Partners Founded in 2003, Main Capital Partners has been among the most active private equity firms in the software space, making 10 SaaS deals in 2023 alone. Thoma Bravo maintains an active portfolio of 76 firms, with $134B in AUM and a $435M median valuation. The firm currently employs 31 professionals.

Private Equity

The TRADE

JUNE 7, 2023

Linedata’s 2023 global asset management survey has found the main focus globally is on future cost saving and automation. Overall, the area where AI has been most deployed across the industry globally is in investment research at 32%, revealed the survey, closely followed by portfolio analytics and risk management at 30%.

Asset Management

The TRADE

DECEMBER 27, 2023

Success in this environment requires solutions that can scale, flexibility in workflows, interoperability of services through APIs, increased transparency and analytics for portfolio performance. The $549 million penalties underscore the urgency for a paradigm shift in risk management.

Trading

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. Founded in 2015, Valsoft has been among the most active strategic buyers of software, making 28 deals in 2023 alone.

Investment

The TRADE

OCTOBER 16, 2024

There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”

Trading

Razorpay

NOVEMBER 30, 2023

Addressing the audience at the ETBFSI NBFC Connect 2023 event, Sivakumar Nandipati, Chief Digital Officer (CDO) at Fedbank Financial Services, emphasised the significance of mobility to enhance customer experience, given the widespread adoption of smartphones in today’s society. Data storage and data localization.

Accountant

The TRADE

OCTOBER 18, 2024

billion in 2023. Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”.

Broker

Growth Business

JUNE 3, 2025

Figures from Thaless 2024 Data Threat Report show that 93 per cent of CNI organisations experienced an increase in cyberattacks during the last year, 42 per cent of which suffered a data breach.Further, according to its latest annual review , the National Cyber Security Centre (NCSC) was involved in 430 incidents, up from 371 in 2023.

Securities

The TRADE

DECEMBER 31, 2024

The increasing degree of competing narratives will leave no room for complacency for global clients in their risk management activity. By 2025, the focus will be on balancing growth with risk management, making emerging markets a key area of interest for global traders and investors alike.

Trading